Add Filters to Dashboard

Knowledge Checkpoint

A grasp of these concepts will help you understand this documentation better:

A static dashboard may be good for a quick overview of the matter, but it is not useful enough if your viewers cannot interact with it to explore the data themselves. Let's add some filters to help them do that!

In Holistics, there are two filter categories: Field Filters, and Manual Filters (Text, Number, Date, True/False).

Field Filter works in a streamlined way: it gets filter values from a field in a Dataset, on the data type of that field, and automatically map to widgets using that Dataset.
On the other hand, with Manual Filter, we specify the filter data type manually, and have to manually map it to the desired widgets.

Field Filters or Manual Filters?

Field Filter works best when your dashboard has multiple widgets created from the same Dataset, while Manual Filter suits the situation when you have widgets coming from different Datasets.

In the following example, we will add a Release Date filter to our dashboard: